NAS10028,945+0.02%S&P7,552−0.45%GOLD$4,410+0.51%BTC$76,720+0.75%VIX15.47−12.65%live tape · as of 15:00 UTC
The Screen · Industrials · Specialty Business Services
CBIZ, Inc.
CBZ · the NYSE · USD · Market cap $3.0B · 9,500 employees
CBIZ, Inc.
FAIL · Does not pass the screen
54.60 USD
At the last full screen 2026-09-16
Screened 2026-09-16 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
CBIZ, Inc. holds its Accumulation at $54.60. The statistical read favours the sellers, held for 11 days.
As held on the ledger · 2026-09-16
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 11 days
Price at the screen
$54.60
Valuation
26.25 trailing · 12.85 forward price to earnings
Values screen
FAIL· score 64.7
Beta
0.92
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
41.47%
Below 33%
Interest-bearing debt is 41.5% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
11.06%
Below 49%
Money owed to the company is 11.1% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-16 screen. The gold marker is the market price at the same screen. A 0.7% margin of safety to the base estimate.
Third-party analyst targets: 3 covering, consensus None. The average target sits +1% from the screen price.
Reading the gap · Our model and the Street both land near today's price: fairly valued, with no strong edge either way.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-16 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Steady services firm offers almost no upside
When a company grows revenue by just one percent a year, a forward earnings multiple of 9.4 times can look cheap without being cheap at all. CBIZ supplies accounting, tax and insurance services across the United States and Canada, yet the numbers show profit margins of six percent and return on equity of only eight percent.
Why we pass. Our fair value sits just six percent above the current price, which delivers no real margin of safety and earns an opportunity rating of none despite a clean ethical screen. Analyst targets hover around forty four dollars, but that still leaves little room once the slow top line is taken into account.
Risk sits in the modest returns and thin growth that could leave the shares drifting sideways for years. Low multiples on uninspiring businesses often prove to be value traps rather than bargains.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
CBZ trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-24Markup$54.58+28.7%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 28.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $41.
2026-07-24Markup · changed$42.42+25.0%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 25.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $41.
2026-07-18Distribution$33.93+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $41.
2026-07-03Distribution$33.93+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (65). The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Distribution$33.93Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (65). The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
